Masttro is a privately-held FinTech company that delivers a truly global wealth technology ecosystem to wealth owners and their trusted advisors. Oversees all aspects of the business working directly with the company co-founders and the board.

Served as the Transformation Executive for the Commercial Bank division of JP Morgan Chase. As a member of the Commercial Bank’s Operating Committee responsible for building the division’s transformation function. Conceptualized and delivered on a wide-range of transformational initiatives including re-imagining the client onboarding model for institutional clients through simplification of coverage model, products, pricing and various middle office functions including KYC, client onboarding and client service teams.

Oversees the transformation of the business model to self-clearing and manage the various strategic change initiatives that will build core platform capabilities to better serve our clients and Relationship Managers. Reponsibilities include managing the migration to self-clearing, ensuring the delivery of all transformation projects for the wealth management platform, and strategically aligning the business with Operations & IT. He works closely with key businesses to prioritize business needs, while communicating project status and soliticiting feedback from across PB USA.

As a head of the information technology group provided the technology vision and leadership for developing and implementing IT solutions to create and maintain leadership position for the group in a constantly changing and intensely competitive marketplace. Enabled the implementation of “total wealth management platform” strategy over a three year period to enable the business transformation from a pure “broker-dealer” to “wealth management” service delivery model.

Edgilent is a technology services and business software development firm whose mission is to help its customers implement technology solutions to solve business problems effectively, economically and efficiently. As a managing partner and service delivery executive:- Worked with clients to develop IT strategies with business alignment and operating models at various levels.- Opened anchor clients for Edgilent and managed the P&L with annual revenue of over $3 million.- Built the Edgilent service delivery team from the scratch to 40+ consultants and designed/optimized the IT organization and service delivery functions. - Worked with the founders to develop strategies to sustain profitability and competitive advantage during volatile business environments.

Involved in the definition and development of the national practice from the infant stage and developed Renaissance’s service offerings in the eBusiness Solutions Worked with 9 branches, with a revenue over $100MAssisted the branches’ staff during the different phases of the business development and service delivery

Involved with strategic planning, technical architecture and development of complex business solutions for several US corporations and developed excellence in project management, resource planning, and service deliveryWorked closely with the National and Regional eBusiness Practices of Renaissance and to synergize their service offerings to meet the local market needs and established strategic relationships with leading software vendors in the area